JSW
SPOT icon

Journey Strategic Wealth’s Spotify SPOT Stock Holding History

Journey Strategic Wealth’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Buy
+432
New +$217K 0.01% 750
2025
Q4 		– Sell
-417
Closed -$291K – 818
2025
Q3 		$291K Buy
417
+24
+6% +$16.8K 0.01% 494
2025
Q2 		$302K Buy
393
+4
+1% +$2.57K 0.01% 428
2025
Q1 		$214K Buy
+389
New +$217K 0.01% 449

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Journey Strategic Wealth's SPOT Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Spotify (SPOT) in Q1 2026: 432 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in SPOT as recently as Q3 2025.

Journey Strategic Wealth first reported a position in SPOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $302K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Journey Strategic Wealth held 432 shares of Spotify worth $209K as of Q1 2026.
  • Spotify was a new Journey Strategic Wealth position in Q1 2026.
  • Spotify made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #750 holding.
  • Journey Strategic Wealth first reported a position in Spotify in Q1 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Spotify position peaked at $302K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.